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Covisum vs Holistiplan
People
Price
Published entry price
$133.25+per month
Financial Advisory Practice
Annual estimate10 people, entry price
$1,599+
Flat rate
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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Financial Advisory Practice
Product
Social Security claiming and retirement income planning platform for financial advisors.
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Headquarters
Leawood, Kansas
St. Cloud, Minnesota
Company size
11-50 employees
11-50 employees
Founded
2012
2019
Pricing details
Plan
Published entry price
Published rate
$133.25+ / month
Billable seats
Flat rate
Free options
Free trial
Free trial
Pricing source
Source updated
Oct 29, 2026
Oct 29, 2026